Atria Wealth Solutions
EFG icon

Atria Wealth Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atria Wealth Solutions’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.9M Sell
265,260
-525,948
-66% -$18.5M 0.22% 102
2025
Q1 		$26.4M Sell
791,208
-518,496
-40% -$17.6M 0.32% 62
2024
Q4 		$42.3M Buy
1,309,704
+201,741
+18% +$6.83M 0.46% 35
2024
Q3 		$39.8M Sell
1,107,963
-28,839
-3% -$997K 0.43% 36
2024
Q2 		$38.8M Buy
1,136,802
+357,084
+46% +$12.2M 0.43% 36
2024
Q1 		$27M Buy
779,718
+57,402
+8% +$1.9M 0.3% 61
2023
Q4 		$23.3M Sell
722,316
-299,418
-29% -$8.94M 0.29% 67
2023
Q3 		$29.4M Sell
1,021,734
-152,232
-13% -$4.68M 0.41% 44
2023
Q2 		$37.3M Buy
1,173,966
+17,769
+2% +$563K 0.51% 27
2023
Q1 		$36.1M Buy
1,156,197
+353,247
+44% +$10.6M 0.53% 25
2022
Q4 		$22.4M Sell
802,950
-52,881
-6% -$1.43M 0.36% 60
2022
Q3 		$20.7M Buy
855,831
+301,287
+54% +$8.19M 0.36% 53
2022
Q2 		$14.9M Buy
554,544
+16,413
+3% +$475K 0.28% 78
2022
Q1 		$17.3M Buy
+538,131
New +$17.6M 0.29% 73

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Atria Wealth Solutions's EFG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 66% in Q2 2025, selling an estimated $18.5M and leaving 265,260 shares worth $9.9M. The position accounts for 0.22% of the portfolio, ranked #102.

Atria Wealth Solutions first reported a position in EFG in Q1 2022 and has held it in 14 quarters since. The position peaked at $42.3M in Q4 2024. 994 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Atria Wealth Solutions held 265,260 shares of iShares MSCI EAFE Growth ETF worth $9.9M as of Q2 2025.
  • Atria Wealth Solutions sold 525,948 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $18.5M.
  • iShares MSCI EAFE Growth ETF made up 0.22% of Atria Wealth Solutions's portfolio in Q2 2025, its #102 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI EAFE Growth ETF position peaked at $42.3M in Q4 2024.
  • 994 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.